Memecoins led everyone astray. Now the pendulum is swinging back, and crypto Twitter investor, and former analyst at DeFiance Capital, zeroxkyle joins us on a new episode of our sub-series The Thesis on The Edge Podcast, to argue this is the best environment for liquid investors crypto has ever seen.
Kyle is now a Senior Research Analyst at DefiLlama. In this episode, he shares the simplest framework for investing this cycle: find projects with real underlying growth at the intersection of crypto and something evergreen from TradFi. That's it.
The hard part is finding them!
Without giving too much away, his S-tier sectors to invest in were: inference capital markets, tokenized stocks, and DATs. His highest conviction bet right now is Venice (VVV), what he calls the cleanest expression of inference demand you can buy in crypto.
He also weighs in on the broader crypto markets after a a year since the 10/10 market crash, stating the bear market bottom is likely behind us so we now have to choose to believe in something and invest in it.
Listen to the full interview on the latest Edge Podcast!
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🔗 Guest Links 🔗
► Kyle on X: x.com/zeroxkyle
► DefiLlama Research website: defillama.com/research
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DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.
